Marshall Geller Email & Phone Number

San Diego, Ca

Lead the Finance/Accounting Department in the preparation of rates, budgets, forecasts and performance analysis. Responsible for organizing and directing all financial analysis within the Corporation.• Coordinate the preparation and administration of the annual operating and capital budgets, including preparing revenue and expenditure projections; direct the forecasting of additional funds needed for staffing, equipment, materials and supplies; monitor and approve expenditures; direct… Show more Lead the Finance/Accounting Department in the preparation of rates, budgets, forecasts and performance analysis. Responsible for organizing and directing all financial analysis within the Corporation.• Coordinate the preparation and administration of the annual operating and capital budgets, including preparing revenue and expenditure projections; direct the forecasting of additional funds needed for staffing, equipment, materials and supplies; monitor and approve expenditures; direct the preparation and implementation of budgetary adjustments, as required.• Development and management of various rate models, recommend changes to rate structure, develop rates for new services.• Provide direction to professional accounting and accounting support staff and perform diverse and specialized complex accounting work.• Plan, organize, schedule, direct, review and evaluate the activities of supervisory staff involved with accounting, financial record keeping, budgeting and related activities.• Prepare periodic and special financial reports and analyses, including those required for submission to governmental agencies; reports of financial status; special studies.• Review journal entries in support of month end closing activities.• Manage, prioritize, assign work, allocate resources, as needed.• Monitor and evaluate efficiency and effectiveness of staff members.• Prepare material and reports for the CFO, CEO and Board of Directors.• Attend/participate in monthly Board Meetings.• Act as backup for CFO. Show less

San Diego, Ca

Responsible for Accounting and Finance operations. Principal responsibilities included managing the accounting department, developing, implementing and monitoring financial strategies, policies, procedures and systems. Worked closely with Senior Management and outside auditors.• Supervised Accounting department personnel.• Established internal controls and monitored adherence.• Oversaw cash management, credit and collection and prepared cash flow projections.• Developed… Show more Responsible for Accounting and Finance operations. Principal responsibilities included managing the accounting department, developing, implementing and monitoring financial strategies, policies, procedures and systems. Worked closely with Senior Management and outside auditors.• Supervised Accounting department personnel.• Established internal controls and monitored adherence.• Oversaw cash management, credit and collection and prepared cash flow projections.• Developed controls and procedures for new financial policies and systems.• Ensured compliance with corporate policy, local, state and federal legislations and GAAP.• Identified needed areas of change for improvements in efficiency and effectiveness Show less

San Diego, Ca

Coordinated financial accounting and analysis functions including preparation, review and reporting of financial statements.• Prepared and analyzed monthly, quarterly and annual financial statements.• Lead long range strategic planning process.• Drove financial planning, budgeting and forecasting process.• Initiated project reporting for program managers.• Analyzed variances and financial ratios to ensure achievement of financial goals/objectives.• Presented… Show more Coordinated financial accounting and analysis functions including preparation, review and reporting of financial statements.• Prepared and analyzed monthly, quarterly and annual financial statements.• Lead long range strategic planning process.• Drove financial planning, budgeting and forecasting process.• Initiated project reporting for program managers.• Analyzed variances and financial ratios to ensure achievement of financial goals/objectives.• Presented monthly financial review to Senior Management. Show less

Mba, Accounting

Bachelor Of Arts (B.A.)